Salary Projection Tab: Charge-to Account Selection

Many Districts have received an increase in grant funding and have requested the ability to select, on an individual-by-individual basis, which budgetary charge to the Budget Projection module utilizes when next years budget projection snapshot is created.  In other words, the District would want to either budget for the respective individuals salary in the grant or in a different budgetary charge to account (because the grant period expires or funding is unknown for the budget year).   

SETUP:

To utilize this option the District MUST have a default charge to set for the individuals respective Position Record.  If the District is planning on utilizing this option, you can submit a FreshDersk Help Ticket help ticket requesting the Help Desk mass-set your blank default charge tos for all positions to the current position tracking records.  We highly recommend all district request this task.  This task can only be run once and the District must manually update the default charge tos if they change in the future.

If you want to produce an excel worksheet that lists your current default charge tos and the charge tos for the current active staff, please run the PCR Report (NJQSAC format).  When you open the report, the default charge to information for the Position Record will be contained in Column L and the individuals PTR charge to information will be contained in column BU

The default charge to on the Position Record is located here:

Activating the Feature for an Individual Employee

 If you go into an individual’s Position Tracking Record (PTR) the feature is located in the red box below.  Check the box if you want to utilize the default charge to on the Position Record and NOT the charge to on the PTR.